Stephen I. Lee, CFP®

Wealth Advisor

As a Wealth Advisor at Polaris Wealth, Stephen meets with clients regularly to implement and review financial planning and investment strategies.

Stephen began his career in wealth management in 2001, and has a broad range of experience in banking, insurance, investments, and advisory services. He is passionate and dedicated to helping his clients navigate through a variety of key financial challenges by taking a comprehensive approach to planning.

He graduated from the University of California, Irvine with a Bachelor of Arts in Economics and from USC Marshall School of Business with a Master of Business Administration. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association (FPA) of Orange County. He is a 7-time World Champion and a 2-time National Champion in BMX (Bicycle Motocross) Racing and lives in Irvine, CA with his family.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.